Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Dfa Us Small Cap in their Schedule of Assets, totaling $46.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DELOITTE LLP DELOITTE LLP MASTER PENSION TRUST | NEW YORK NY | — | $8.0B | $30.4M |
| 2 | TOYOTETSU AMERICA, INC. TTAI 401(K) PLAN | SOMERSET KY | 3,074 | $89.9M | $3.2M |
| 3 | OAK VIEW GROUP, LLC OAK VIEW GROUP 401(K) PLAN | PHILADELPHIA PA |
| 49,999 |
| $176.1M |
| $3.2M |
| 4 | SMART LOCAL 1041, DISTRICT 3401(A) SMART LOCAL 104, DISTRICT 3401(A) | VENTURA CA | 1,111 | $27.6M | $2.3M |
| 5 | LAVITT GROUP, INC. LAVITT GROUP, INC. 401(K) PLAN | SYOSSET NY | 70 | $17.5M | $1.7M |
| 6 | JIM BROWN CHEVROLET INC., DBA CLASSIC CHEVROLET JIM BROWN CHEVROLET, INC. DBA CLASSIC CHEVROLET 401(K) PLAN | MENTOR OH | 954 | $69.3M | $1.0M |
| 7 | INOVA DIAGNOSTICS, INC. INOVA DIAGNOSTICS, INC. SALARY SAVINGS PLAN | SAN DIEGO CA | 320 | $33.2M | $909K |
| 8 | FRANK, RIMERMAN + CO. LLP FRANK, RIMERMAN + CO. LLP 401(K) & PROFIT SHARING PLAN | SAN JOSE CA | 791 | $109.1M | $740K |
| 9 | CANAL INSURANCE COMPANY CANAL INSURANCE COMPANY 401(K) SAVINGS AND INVESTMENT PLAN | GREENVILLE SC | 256 | $51.1M | $550K |
| 10 | LABCON, NORTH AMERICA LABCON, NORTH AMERICA 401(K) PLAN | PETALUMA CA | 154 | $23.6M | $494K |
